+89.9%
CVE vs RRX
+302.6%
-212.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +2.5% | +3.4% | -0.9% | +0.7% |
| 30D | +16.7% | -11.1% | +27.9% | +23.4% |
| 3M | +9.3% | -23.7% | +33.0% | +21.0% |
| 6M | +43.6% | -22.0% | +65.6% | +51.1% |
| YTD | +93.6% | +16.5% | +77.1% | +60.4% |
| 1Y | +98.8% | +11.5% | +87.2% | +65.9% |
| 3Y | +73.6% | +1.5% | +72.1% | +38.9% |
| 5Y | +312.5% | +18.3% | +294.2% | +177.9% |
| 10Y | +161.0% | +209.8% | -48.8% | -4.1% |
| All | +89.9% | +302.6% | -212.7% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling